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Thanks Retiredjg. That is my goal in helping her with this. We have started the process of moving her funds to Vanguard. When everything is there I will post some tentative portfolios for critique. She has also liquidated some stocks that she had which I am very glad about (the taxable assets noted ...

Thanks to all of you who have replied. I will discuss the options with my mother and have her start the process of rolling over the funds to Vanguard. Good to know about Edward Jones, it was a recommendation from someone else! :? I figured it would not be the best option but thought I would ask. I l...

My mother and I recently reviewed her finances and are thinking they could be much simplified. I am still a novice with all of this so I am asking all of you “wise ones” for help. Personally I think her portfolio is too aggressive for her age and her goal which is to “not run out of funds”. Knowing ...

Thanks to both of you for your replies. @JWNearlyRetired- sorry I made things more confusing in my attempt to clarify. I will try again below, hopefully more successfully :happy . I have found your input on other threads to be very helpful. @ Peter Foley- I will make an appointment with Schwab. I th...

Bump.I am hoping for some replies. I edited my initial post with updated information based on some further reading and research.
@ Celia- Thanks for the link, it helped me clarify my target asset allocation.
@ JW Nearly Retired- I was afraid that was the answer. Thanks for responding.

This is an edit of my initial post with my current thoughts and questions. I would greatly appreciate any input and I thank you in advance. I currently I understand investments just enough to be dangerous but I want to learn. My goal is to simplify my portfolio and position my funds for retirement i...